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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,333 | $177,353+120.7% | $158,226+147.3% | $198,609+97.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 12.60% | 599.50%-586.9pp | 501.41%-488.8pp | 202.70%-190.1pp |
| Employer contribution / active EE | $4,643 | $3,239+43.4% | $2,986+55.5% | $5,055-8.2% |
| Participant deferral / active EE | $7,021 | $4,615+52.1% | $4,317+62.7% | $6,977+0.6% |
| Admin fee / account holder | $2,819 | $10,960-74.3% | $10,217-72.4% | $19,030-85.2% |